Mackenzie Financial
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Mackenzie Financial’s IES Holdings IESC Stock Holding History

Mackenzie Financial’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.97M Sell
10,796
-6,160
-36% -$1.99M ﹤0.01% 881
2026
Q1 		$4.04M Buy
16,956
+6,384
+60% +$1.46M ﹤0.01% 729
2025
Q4 		$2.08M Sell
10,572
-368
-3% -$74K ﹤0.01% 854
2025
Q3 		$2.18M Buy
+10,940
New +$1.88M ﹤0.01% 812

Other funds holding IESC

GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Mackenzie Financial's IESC Position: Q2 2026 in Review

Mackenzie Financial reduced its IES Holdings (IESC) stake by 36% in Q2 2026, selling an estimated $1.99M and leaving 10,796 shares worth $3.97M. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Mackenzie Financial first reported a position in IESC in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.04M in Q1 2026. 412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Mackenzie Financial held 10,796 shares of IES Holdings worth $3.97M as of Q2 2026.
  • Mackenzie Financial sold 6,160 IES Holdings shares in Q2 2026, an estimated $1.99M.
  • IES Holdings made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #881 holding.
  • Mackenzie Financial first reported a position in IES Holdings in Q3 2025 and has held it in 4 quarters since.
  • Mackenzie Financial's IES Holdings position peaked at $4.04M in Q1 2026.
  • 412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.